Genmab — Oktober 2025

[Solsen]

Tak Helge. Her er en mere https://pubmed.ncbi.nlm.nih.gov/40212022/

[Solsen]

Men jeg forstår så ikke hvorfor JNJ ikke medtager hpv pos. Men nu er der kun offentliggjort nogle af dataene fra deres forsøg. Time will tell.

[Helge_LarsenPI-redaktør]

HPV-subgruppe-analyser fra Petosemtamab med pembrolizumab i kombi (Keytruda) i first-line recurrent/metastatisk HNSCC : HPV-positiv/p16+ ORR 80-88%. HPV-negativ/p16- ORR 60-65%.

[Solsen]

Tak igen

[Helge_LarsenPI-redaktør]

Fra BSInvest: 1970 næste støttepunkt.

[Solsen]

Genmab har 2 cmet x egfr stoffer i pipelinen. En fra profound med toxin og en fra Merus. Det bliver interessant at se data herfra og mon ikke mindst en af dem ryger i skraldespanden inden nytår.

[Solsen]

Samme target som Ami

[E_L]

and we were told the Profound asset, GEN1286, was 'pre-clinically far outperforming amivantamab and other EGFR CMET' ... so that is also why i think they know a lot about the capabilities of such a bispecific. Not sure if they recruit HNSCC though (even thought that would be a valid target given EGFR) so cant be certain they have seen 'in house' data...

[Solsen]

https://clinicaltrials.gov/study/NCT06685068?intr=GEN1286&rank=1 ‘Solid tumors” and quite large study

[E_L]

yea, i know , but it doesn't explicitly mention head and neck cancer, so can not be sure if they have seen any data on that themselves yet

[E_L]

anyway, not the price behavior i had hoped for post ESMO . and that JNJ is not in the plus at the moment is not really any consolation...

[E_L]

maybe Merus will comment on their data / competitiveness on their Q3 call... will be a bit awkward few months until the take-over is complete, whith genmab saying 'we can not comment on data that is not in the public domain'...

[Solsen]

Not unusual price action upon data. But ami data looks good. Lets se ph3 data in 2026 on peto.

[Raun]

Av.... Nede med knap 8% i US

[Sukkeralf]

Det er jo også Rina-S i ovarian cancer der ser ud til at få skarp konkurrence

[Raffles]

Efter denne dag kan vi se frem mod fredag 24/10 på AACR-NCI-EORTC i Boston hvor Merus er selected for Oral Presentation af Petosemtamab mod Metastatic Colorectal Cancer. Iht. Meddelelsen bliver præsentationerne lagt på Merus website ved begyndelsen af hver session.https://ir.merus.nl/news-releases/news-release-details/merus-announces-petosemtamab-metastatic-colorectal-cancer

[JKY_VH]

Tak for den Raffles

[Helge_LarsenPI-redaktør]

Godmorgen

[LP90]

Godmorgen

[lahn1]

Fandt det lidt mærkeligt at en analytiker skulle tage fejl, så det kiggede jeg lige efer i sømmene. Hans udsagn er KORREKT. HPV-positive HNSCC patients tend to have a better overall prognosis — they respond more favorably to immunotherapy and chemoradiation, and they often live longer overall.

However, their tumors are less driven by EGFR signaling, and EGFR expression is typically lower than in HPV-negative tumors.

So when it comes to EGFR-targeted therapies (like cetuximab or petosemtamab):